Question 1

What does a private wealth manager do?

Accepted Answer

A private wealth manager brings your full financial life together rather than managing a portfolio in isolation. That includes investment management, tax-aware planning, estate coordination, and ongoing guidance as your life and goals evolve. Jennifer’s role is to make sure every piece moves you toward the future you’re picturing.

Question 2

How is Palmera different from a traditional financial advisor?

Accepted Answer

Most advisors start with your portfolio. Jennifer starts with your life, asking what you want it to look like before any investment conversation happens. From there, she acts less like a service provider and more like a guide and advocate, someone who stays engaged as your plan and your ambitions evolve.

Question 3

Who does Palmera typically work with?

Accepted Answer

Jennifer works with established professionals and families who want a thoughtful, forward-looking partner for their financial planning, often at a career milestone, a life transition, or a point where they’re ready to think bigger about what’s possible. She also works extensively with multigenerational families on estate and legacy planning.

Question 4

Do you only work with clients in Florida?

Accepted Answer

Jennifer is based in Miami and also works with clients throughout the New York area.

Question 5

What is RFG Advisory, and how does it relate to Palmera?

Accepted Answer

Palmera Private Wealth is an independent practice affiliated with RFG Advisory, which provides the platform, technology, and operational support behind the practice. Jennifer remains the person you work with directly.

Question 6

How does Palmera approach planning for multiple generations of the same family?

Accepted Answer

Families don’t always find these conversations easy to have on their own, and different generations often see money differently. Jennifer works with grandparents, parents, and adult children together, helping translate each generation’s priorities into one plan the whole family understands and trusts.

Question 7

What happens in a first conversation with Jennifer?

Accepted Answer

It starts with you, not your portfolio. Jennifer wants to understand your goals, your family, and what you’re hoping the future looks like before any recommendation is made. There’s no obligation, just a conversation about where you are and where you’d like to go.

Question 8

How involved will Jennifer be once I’m a client?

Accepted Answer

Very. Jennifer sees herself as a guide and a partner, not a once-a-year phone call. You’ll hear from her as your plan takes shape, as life changes, and whenever a decision needs your input.

Your questions, answered candidly.

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